Welcome to the
Directed IRA Podcast
The #1 podcast on self-directing your
IRAs and taking control of your retirement™
Directed IRA Podcast Overview
Join our hosts, seasoned tax lawyers Mat Sorensen and Mark Kohler, co-founders of Directed IRA & Directed Trust Company, as they navigate the intricate landscape of strategies, investments, legal structures, tax rules, and potential pitfalls for investors in the realm of self-directed retirement accounts.
What is a Self-Directed IRA?
Getting Started (Episode 1:)
EP 24 – Open Forum – Answering Your Self-Directing Questions
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more.
EP 23 – The Coverdell ESA and How to Maximize it!
The Coverdell ESA – or Educational Savings Account is one of the best options to save for college expenses tax-free. Like a ROTH IRA or Health Savings Account, any investments inside the ESA will grow tax-free and come out tax-free, but only for qualified education expenses. In this episode, Mark and Mat cover all things Coverdell ESA from the origin and history to the many benefits a Coverdell ESA can provide for your kids and grandkids.
EP 22 – Investing in Rentals, Flips, and Vacation Homes With Your IRA
Yes, your IRA can own real estate. From the rental down the street, to a flip in another city, to a short-term vacation rental – these are all investments you can own with a Self-Directed IRA at Directed IRA. Mat and Mark break down the rules and structures for these common investments.
EP 21 – Strategies For Moving an IRA or Old 401k to a Self-Directed IRA
Mat and Mark cover how to move your money from an old IRA and 401(k) to a Self-Directed Account. They cover some game-changing strategies including the In-Kind Rollover strategy, which will help you maximize the returns in your retirement.
EP 20 – IRA Partnering with individuals or other accounts
Partnering in your IRA and other retirement accounts can be a powerful strategy that can open the doors to more investment opportunities. But, buyer beware, there are some unique rules that come with these types of partnerships. Mat and Mark break down all the rules to help you stay up to date with these industry-leading strategies. Take control of your retirement by investing in what you know.
EP 19 OPEN FORUM SHOW – Self-Directed Retirement Plan Questions
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more.
EP 18 – Roth IRA Conversions and Chunking Strategies
Roth IRAs and Roth 401(k)s grow and come out tax-free at retirement. Mark and Mat outline the steps to get to Roth (it’s for high-income earners too) from traditional IRA or 401(k)s and cover the sweet spots to keep the tax burden low when converting to Roth.
Contribution Deadline for IRAs and More Changed to May 17th
What is the last day to contribute to an IRA for 2020? Taxpayers now have until May 17, 2021, to contribute to their Individual Retirement Accounts (IRAs), Health Savings Accounts (HSAs), and Coverdell Education Savings Accounts (ESAs), according to a statement by the...
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